Latest Institutional Purchases of Spdr S&P 500 ETF Trust (SPY)
This list provides information on the latest institutional transactions involving Spdr S&P 500 ETF Trust (SPY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10KNew |
$4.12M - $4.78M
|
10K
$6.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Stem Point Capital LP
New York, NY |
BUY
|
- |
9.92KNew |
$4.07M - $4.73M
|
9.92K
$6.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8.15KNew |
$3.35M - $3.88M
|
8.15K
$5.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.05K+ 41.98% |
$3.31M - $3.84M
|
27.2K
$18.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
PUT |
7.5KNew |
$3.08M - $3.58M
|
7.5K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.62K+ 196.21% |
$2.72M - $3.16M
|
10K
$6.66M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
5.84KNew |
$2.4M - $2.79M
|
5.84K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.84K+ 2.69% |
$1.99M - $2.31M
|
185K
$123M
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
4.79KNew |
$1.97M - $2.29M
|
4.79K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
General Industrial Partners LLP
London, X0 |
BUY
|
- |
3.8KNew |
$1.56M - $1.81M
|
3.8K
$2.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
CALL |
3KNew |
$1.23M - $1.43M
|
3K
$2M
|
|
|
Jan 31, 2024
Q4 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
2.94KNew |
$1.21M - $1.4M
|
2.94K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.71K+ 71.12% |
$1.11M - $1.29M
|
6.51K
$4.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.59KNew |
$1.07M - $1.24M
|
2.59K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2.59KNew |
$1.07M - $1.24M
|
2.59K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.53K+ 52.37% |
$1.04M - $1.21M
|
7.37K
$4.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
CALL |
2.1KNew |
$862K - $1M
|
2.1K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
2.04K+ 14.67% |
$838K - $972K
|
15.9K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
PUT |
1.9KNew |
$780K - $906K
|
1.9K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.62KNew |
$666K - $773K
|
1.62K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
CALL |
1.6KNew |
$657K - $763K
|
1.6K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$616K - $715K
|
1.5K
$999K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.57% |
$527K - $612K
|
83.1K
$55.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.26K+ 99.21% |
$517K - $600K
|
2.53K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.14K+ 47.08% |
$467K - $542K
|
3.55K
$2.36M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.12KNew |
$458K - $532K
|
1.12K
$743K
|
|
|
Feb 27, 2024
Q4 2023
|
Zeno Equity Partners LLP
London, X0 |
BUY
|
- |
1.11KNew |
$454K - $527K
|
1.11K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
PUT |
1KNew |
$411K - $477K
|
1K
$666K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
869New |
$357K - $414K
|
869
$578K
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
824+ 9.15% |
$338K - $393K
|
9.83K
$6.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
797New |
$327K - $380K
|
797
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
771New |
$317K - $368K
|
771
$513K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
759New |
$312K - $362K
|
759
$505K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
663New |
$272K - $316K
|
663
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
625New |
$257K - $298K
|
625
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
610New |
$251K - $291K
|
610
$406K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
594New |
$244K - $283K
|
594
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
529New |
$217K - $252K
|
529
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
500New |
$205K - $238K
|
500
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
444New |
$182K - $212K
|
444
$296K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
437New |
$179K - $208K
|
437
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
423New |
$174K - $202K
|
423
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
326+ 6.12% |
$134K - $155K
|
5.65K
$3.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
PUT |
300New |
$123K - $143K
|
300
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
170New |
$69.8K - $81K
|
170
$113K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
CALL |
163+ 5.04% |
$66.9K - $77.7K
|
3.4K
$2.26M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
96+ 2400.0% |
$39.4K - $45.8K
|
100
$66.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
80+ 160.0% |
$32.9K - $38.1K
|
130
$86.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
68New |
$27.9K - $32.4K
|
68
$45.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
60New |
$24.6K - $28.6K
|
60
$39.9K
|
|